<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
We are looking for a highly skilled Senior Financial Analyst to join our team in Coppell, Texas. This role involves providing critical financial insights and analysis to support decision-making across the organization. The ideal candidate will have a strong background in financial modeling, reporting, and analysis, with the ability to collaborate effectively with various departments.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, dashboards, and performance analyses to inform internal stakeholders.<br>• Facilitate the annual budget and monthly forecasting processes by gathering data, updating templates, and verifying inputs.<br>• Conduct variance and trend analysis on revenue and expenses, highlighting significant deviations from budget or prior periods.<br>• Develop and maintain accurate store-level financial models, incorporating key metrics such as sales, labor, and expenses.<br>• Collaborate with departments to gather necessary data and ensure consistency in reporting requirements and assumptions.<br>• Execute ad hoc financial analyses and special projects by organizing and presenting data in a clear and structured manner.<br>• Identify opportunities for process improvement within the Finance function and assist in documenting workflows.<br>• Provide actionable insights to enhance financial performance and operational efficiency.
We are looking for a motivated Treasury Analyst to join a nonprofit organization based in Fort Worth, Texas. This Contract to permanent position offers an excellent opportunity to contribute to meaningful work while gaining stability and the potential for long-term career growth. The role requires working onsite and provides a chance to make a real impact within the healthcare and social assistance industry.<br><br>Responsibilities:<br>• Monitor and manage daily cash flow activities, ensuring accurate tracking and reporting.<br>• Prepare detailed cash flow forecasts to support financial planning and decision-making.<br>• Conduct treasury operations, including bank account management and reconciliation processes.<br>• Assist with corporate treasury functions, ensuring compliance with organizational policies and procedures.<br>• Collaborate with internal teams to optimize liquidity and financial resources.<br>• Analyze financial data to identify trends and recommend improvements to treasury processes.<br>• Support the implementation of systems and tools related to treasury operations.<br>• Provide timely and accurate reports to management on financial and treasury activities.<br>• Maintain strong relationships with banking partners and other external stakeholders.<br>• Ensure adherence to regulatory requirements and best practices within treasury functions.
<p>We are looking for a skilled Treasury Analyst to join our team on a contract basis in Dallas, Texas. This position involves managing cash flow, enhancing treasury processes, and ensuring compliance with regulatory standards. The ideal candidate will collaborate with various departments, demonstrate a proactive approach to problem-solving, and contribute to the innovation of treasury operations.</p><p>This is a 3-month remote contract position.</p><p><br></p><p><strong><u>Treasury Analyst (remote contract position):</u></strong></p><p>Responsibilities:</p><p>• Monitor daily cash positions across multiple entities and generate detailed reports for leadership to support informed decision-making.</p><p>• Collaborate with internal teams such as Accounting and Operations to ensure accurate and timely cash flow reporting.</p><p>• Manage bank account administration, including updating signatory information and performing reconciliations.</p><p>• Process and oversee wire transfers, electronic funds transfers, and other treasury transactions with precision and timeliness.</p><p>• Develop and refine treasury workflows and procedures to improve operational efficiency.</p><p>• Perform short-term and long-term cash forecasting to align with organizational financial goals.</p><p>• Ensure adherence to internal controls, regulatory requirements, and industry standards.</p><p>• Support treasury-related projects and automation initiatives, leveraging expertise in financial systems and banking platforms.</p><p>• Introduce innovative solutions to streamline treasury operations and promote continuous improvement.</p><p>• Build strong relationships with stakeholders to deliver solutions that align with organizational objectives.</p>
<p>Accountemps is looking for a temporary Financial Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. </p><p>Role & Responsibilities</p><p> We are seeking a Financial Analyst who can support world class strategic and financial planning methods, build long-range operating plans to support business imperatives, develop rolling forecast processes to ensure resources each and every quarter are consumed at maximum effectiveness. You will also help with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of the various planning cycles (annual planning, quarterly forecasts and monthly outlooks), and be the finance point person working a cross-functional team (Sales leadership, Business Operations, and Sales Operations) while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments.</p><p>· Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations </p><p>· Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting </p><p>· Analyzing performance to date and assessing potential risks and opportunities </p><p>· Understanding and explaining internal and external drivers impacting performance and trending </p><p>· Learning and applying econometric and statistical methods to forecasting </p><p>· Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support </p><p>· Provide analytical support during New Year readiness/Year End planning cycle </p><p>· Drive the strategy and business planning process</p><p>· Become embedded within the Marketing and Customer Success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics</p><p>· Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization</p><p><br></p>
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Dallas, Texas. In this role, you will oversee the preparation of external financial reports, manage complex accounting processes, and ensure compliance with relevant accounting standards. This position is ideal for a self-motivated, detail-oriented individual who excels in critical thinking and thrives in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare quarterly and annual financial reports, including 10-K and 10-Q filings, along with supporting documentation.</p><p>• Develop and update financial statements, including cash flow analyses and supplementary schedules.</p><p>• Collaborate with internal teams to gather required information for financial reporting and compliance.</p><p>• Manage monthly consolidation of financial results and maintain detailed reconciliations.</p><p>• Administer lease accounting processes under ASC 842, ensuring accurate schedules and reconciliations with the general ledger.</p><p>• Analyze and prepare journal entries and account reconciliations during monthly accounting close cycles.</p><p>• Research and document technical accounting conclusions for complex transactions and new standards.</p><p>• Assist with external audits by providing necessary schedules and documentation.</p><p>• Evaluate opportunities to improve reporting workflows and automate processes using internal systems.</p><p>• Support technical accounting areas such as revenue recognition, debt modifications, and impairment assessments.</p>
Our client is seeking a Senior FP& A Analyst to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth. 🌟 Why You’ll Love This Role: · Culture of Excellence: Join a tenured FP& A/Finance team with a wealth of expertise to learn from. · Entrepreneurial Spirit: Collaborate on business transformation initiatives that use technology to improve processes and procedures. · Your Voice Matters: Work closely with corporate leadership and see your ideas in action. · Career Growth: Significant opportunities for learning, development, and leadership within the organization. · Dynamic Work Environment: Fast-paced, varied days where you’ll tackle exciting challenges. · Work-Life Balance: Prioritize productivity without losing sight of your well-being. 💼 Key Responsibilities Financial Planning & Analysis · Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals · Analyze financial results, identify trends, and deliver actionable insights to senior leadership · Collaborate with other departments to optimize workforce planning and productivity · Serve as a subject matter expert in financial systems and policy interpretation · Advise senior FP& A and business leaders on risks, opportunities, and long-range planning Reporting & Data Tracking · Oversee creation of performance dashboards and executive-level reports · Prepare materials for executive reviews and strategic discussions · Recommend action plans to improve business performance · Drive continuous improvement in reporting processes and data governance
<p>Robert Half is working with a growing healthcare organization to hire a skilled Financial Analyst to join their team in Plano, Texas. In this role, you will use your analytical expertise to interpret financial data and provide actionable insights that drive operational and strategic decisions. Your contributions will play a key role in optimizing provider performance, enhancing operational efficiency, and supporting business growth in a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver comprehensive monthly financial reports for multiple service lines, ensuring accuracy and clarity.</p><p>• Create effective presentations and dashboards for leadership using PowerPoint.</p><p>• Evaluate financial metrics and key performance indicators, including revenue trends, patient volumes, and provider productivity.</p><p>• Identify and analyze variances, trends, and opportunities for improvement across service lines.</p><p>• Utilize advanced Excel functions, such as pivot tables and VLOOKUPs, to manage and analyze complex datasets.</p><p>• Extract, clean, and reconcile data from various internal systems and databases.</p><p>• Develop and maintain forecasting models to support budgeting and operational planning.</p><p>• Collaborate with cross-functional teams, including operations and clinical leadership, to address strategic business questions.</p><p>• Conduct ad hoc analyses to uncover insights and support decision-making.</p><p>• Investigate data inconsistencies and proactively present findings to leadership.</p>
We are looking for an experienced Inventory Financial Analyst to oversee inventory processes for multiple warehouse locations. This role involves ensuring accurate tracking, financial reconciliation, and seamless coordination between departments to support customer contracts and sustainability initiatives. Based in Dallas, Texas, this position requires strong analytical skills and a proactive approach to managing inventory operations.<br><br>Responsibilities:<br>• Manage and oversee inventory across multiple warehouse locations, ensuring accurate batch-level tracking and traceability.<br>• Schedule production with European factories, aligning with customer contracts and replenishment needs.<br>• Coordinate inbound inventory receipts, monitoring high-volume activity and ensuring system alignment with physical inventory.<br>• Organize outbound inventory movements, collaborating with logistics teams to support customer sales and invoicing.<br>• Perform month-end inventory reconciliations, investigating discrepancies and ensuring alignment between systems and warehouse records.<br>• Analyze customer ordering patterns relative to contract terms, providing updates and early warnings for variances.<br>• Maintain sustainability databases and ensure compliance with traceability requirements for certified inventory.<br>• Travel annually to warehouse locations to conduct physical inventory reviews and audits.<br>• Partner with accounting, sales, and operations teams to ensure inventory accuracy and financial integrity.<br>• Approve vendor bills related to transportation and trucking, ensuring proper documentation and cost validation.
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will play a pivotal part in analyzing financial data, preparing reports, and supporting decision-making processes across various departments within the organization. The position offers the opportunity to contribute to key financial planning and analysis activities while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models and generate regular reports, including weekly, monthly, quarterly, and annual updates.<br>• Collaborate with teams across property management, corporate accounting, operations, asset management, and investment management to analyze and reconcile financial results and performance metrics.<br>• Conduct in-depth data analysis to uncover trends and insights using tools such as Yardi, Enterprise Data Warehouse, Salesforce, Anaplan, and Workday.<br>• Support processes related to profit and loss reviews, quarterly reforecasting, and annual budgeting, ensuring variance analysis and explanations are delivered clearly.<br>• Identify opportunities to enhance financial analyses and streamline processes for improved accuracy and efficiency.<br>• Assist in preparing presentation materials and reports for stakeholders, including executive leadership, board members, investors, and lenders.<br>• Create and maintain dashboards and data visualizations to effectively communicate financial and operational performance.<br>• Compile debt reporting materials and ensure compliance with lender requirements and debt covenant obligations.<br>• Define business requirements for initiatives and collaborate with technical teams to align solutions with organizational needs.<br>• Participate in user acceptance testing to ensure project deliverables meet expected standards and timelines.
We are looking for a skilled Financial Analyst to join our team in Lewisville, Texas. In this role, you will be responsible for analyzing financial data, developing forecasts, and providing strategic decision support to drive business growth. This position offers the opportunity to work on a variety of projects, collaborate with different departments, and contribute to key company initiatives.<br><br>Responsibilities:<br>• Create comprehensive five-year forecasts for growth opportunities related to acquisitions, greenfield, and brownfield projects.<br>• Partner with operations teams to formulate growth strategies and analyze the financial performance of past acquisitions.<br>• Provide decision support for capital expenditure projects, lease renewals, and facility integrations, ensuring alignment with organizational goals.<br>• Build and maintain detailed financial models and analyses to guide strategic business initiatives.<br>• Manage monthly reporting for new center budgets and assess their impact on the fiscal year plans.<br>• Offer insights and recommendations to the corporate development team through thorough financial analysis.<br>• Deliver accurate and timely reports, while contributing to ad-hoc analyses as required.
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
We are looking for an experienced Senior Payroll Analyst to join our team in Dallas, Texas. This long-term contract position plays a vital role in ensuring the efficient and accurate processing of pension payroll operations for retirees and beneficiaries. The ideal candidate will possess advanced payroll expertise, strong analytical abilities, and a thorough understanding of compliance standards, all while contributing to the continuous improvement of payroll processes.<br><br>Responsibilities:<br>• Process and validate monthly pension payroll for thousands of retirees and beneficiaries, ensuring accuracy and timeliness.<br>• Review and verify benefit calculations, deductions, tax withholdings, and direct deposit transactions to maintain compliance.<br>• Coordinate payroll adjustments, corrections, and retroactive payments to address discrepancies.<br>• Utilize and maintain pension administration systems, interfacing with platforms such as Workday and Oracle to support payroll functions.<br>• Assist with system testing, upgrades, and payroll-related enhancements to improve functionality.<br>• Ensure compliance with relevant regulations, statutes, and internal policies, maintaining strong internal controls over payroll.<br>• Prepare audit documentation, reconciliations, and payroll reports for leadership and external auditors.<br>• Respond to inquiries from retirees and beneficiaries, providing accurate and attentive support.<br>• Perform financial reconciliations, banking verifications, and month-end reporting activities.<br>• Identify and implement process improvements to enhance payroll efficiency and automation.
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. <br> Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
<p>We are looking for a detail-oriented Financial Analyst to join our client's team in Fort Worth, Texas. In this role, you will analyze financial data, provide insights to support strategic decision-making, and contribute to the operational efficiency of the organization. This position offers an excellent opportunity to apply your expertise in financial modeling and data analysis within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analyses, including variance assessments and revenue cycle evaluations, to identify trends and opportunities.</p><p>• Develop and refine financial models to support strategic initiatives and operational planning.</p><p>• Conduct ad hoc analyses to address specific financial questions and provide actionable recommendations.</p><p>• Utilize data mining techniques to extract and interpret complex financial and operational datasets.</p><p>• Collaborate with cross-functional teams to improve financial performance and streamline processes.</p><p>• Generate comprehensive reports and presentations to communicate findings to stakeholders.</p><p>• Monitor financial metrics and KPIs, ensuring alignment with organizational goals.</p><p>• Assist in budgeting and forecasting processes to support long-term planning.</p><p>• Evaluate physician practice finances and provide insights for optimization.</p><p>• Stay updated on industry trends and best practices to enhance financial strategies.</p>
<p>We are looking for a skilled and strategic Director of Finance to lead financial planning, analysis, and reporting efforts for our organization. Based in Dallas, Texas, this role offers the opportunity to influence business decisions, drive operational excellence, and contribute to the company’s long-term growth. If you have a passion for financial leadership and a track record of delivering impactful insights, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and execution of the annual budget, long-term planning, and periodic reforecasting to ensure alignment with organizational goals.</p><p>• Provide accurate and timely financial analysis, including variance assessments and scenario modeling, to support executive decision-making.</p><p>• Design and refine comprehensive management reporting tools, such as dashboards and KPIs, to effectively communicate financial and operational performance.</p><p>• Partner with business leaders to align financial strategies with organizational objectives and support critical investment decisions.</p><p>• Lead and mentor a team of financial planning and analysis professionals, fostering an environment focused on collaboration and excellence.</p><p>• Act as a trusted advisor to the executive leadership team, offering financial insights and recommendations to support strategic initiatives.</p><p>• Identify opportunities for process improvements and implement tools that enhance the efficiency and scalability of financial operations.</p><p>• Support corporate development activities, including evaluating potential acquisitions, conducting due diligence, and managing integration processes.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for an experienced Manager of Data Analytics and Costing to join our team in Fort Worth, Texas. This role is essential in driving financial planning, analysis, and costing accuracy within the organization. The ideal candidate will have a strong background in manufacturing cost structures, financial modeling, and team leadership, with a focus on delivering actionable insights and fostering process improvements.<br><br>Responsibilities:<br>• Lead financial planning processes, including budgeting, monthly forecasting, and long-range planning, ensuring alignment with organizational goals.<br>• Conduct detailed variance analyses to compare actual financial results with budgets and forecasts, providing actionable insights and recommendations.<br>• Develop and maintain predictive financial models to support strategic decision-making and scenario planning.<br>• Oversee product and job costing validation processes to ensure accuracy and alignment with operational realities.<br>• Collaborate with operations, production, and supply chain teams to analyze manufacturing variances and identify opportunities for cost savings.<br>• Create and deliver comprehensive management reports and dashboards using advanced tools such as Excel and Power BI.<br>• Implement predictive analytics techniques to anticipate cost trends and mitigate financial risks.<br>• Present financial data and complex analyses in a clear, concise manner for diverse stakeholders, including senior management.<br>• Lead and mentor a team of financial analysts and cost accountants, fostering growth and accountability.<br>• Champion best practices in data analytics and costing, driving continuous improvement across the organization.
We are looking for an experienced Tax Manager or Senior Manager to join our dynamic team in Dallas, Texas. In this role, you will oversee the preparation and review of tax returns, ensuring accuracy and compliance while mentoring staff and managing client relationships. This is an excellent opportunity to contribute your expertise in tax planning, compliance, and leadership within a collaborative CPA firm environment.<br><br>Responsibilities:<br>• Review tax returns prepared by staff, identify potential issues, and conduct research to provide effective solutions.<br>• Manage the tax return preparation workflow to ensure accuracy, completeness, and timely submission.<br>• Handle complex tax returns, including individual, trust, corporate, partnership, and S-Corp filings, as well as state income tax returns.<br>• Supervise engagement phases such as planning, budgeting, staff direction, and performance monitoring against established goals.<br>• Prepare detailed personal tax projections using specialized software.<br>• Communicate with taxing authorities to address and resolve client issues, including drafting response letters for partner review.<br>• Assist with client billing processes and prepare various reports and special projects as required.<br>• Stay informed on economic trends and potential tax legislation changes that could impact clients or the business environment.<br>• Support staff development by participating in recruiting, performance evaluations, career mentoring, and training programs.<br>• Contribute to the firm's growth by expanding service offerings and building strong relationships with current and prospective clients.
<p>We are looking for an experienced Tax Senior to join our team in North Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in corporate tax compliance and annual income tax provisions. The successful candidate will play a key role in ensuring forward-thinking tax reporting and compliance with regulations.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review corporate income tax returns, ensuring accuracy and adherence to regulations.</p><p>• Manage annual income tax provisions and provide detailed analysis to support financial reporting.</p><p>• Conduct thorough reviews of sales and use tax filings to minimize risks and ensure compliance.</p><p>• Collaborate with internal teams to address complex tax issues and provide solutions.</p><p>• Evaluate and test tax systems for efficiency and compliance, recommending improvements where necessary.</p><p>• Stay updated on changes in tax laws and regulations, applying them effectively to corporate practices.</p><p>• Assist with audits and resolve tax-related inquiries from external agencies.</p><p>• Develop and implement strategies to optimize corporate tax processes.</p><p>• Provide guidance and training to less experienced staff on tax-related tasks and compliance procedures.</p><p>• Support public tax reporting and ensure alignment with organizational goals.</p>
We are looking for a highly experienced Sr. Tax Manager to join our team in Southlake. In this role, you will oversee tax compliance processes and collaborate directly with external organizations to resolve tax-related issues. The ideal candidate will possess strong analytical skills and enjoy working with multi-entity structures, ensuring accuracy in financial reconciliations and tax filings. <br> Responsibilities: • Handle tax compliance and reporting processes, ensuring all filings adhere to applicable regulations. • Collaborate directly with external organizations to address and resolve tax-related notices and issues(must be experienced with working with the IRS directly in resolving issues and must obtain CAF #) • Conduct detailed research and analysis of multi-entity tax structures to provide accurate insights. • Manage the preparation of annual income tax provisions and corporate tax returns. • Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax processes and improve accuracy. • Oversee entity formation processes, ensuring proper documentation and compliance. • Perform reconciliations and automate processes to enhance operational efficiency. • Maintain strong client relationships by providing clear, detail-oriented communication and support. • Stay updated on tax laws and regulations to ensure compliance and minimize risks. • Analyze financial data to identify trends and opportunities for improved tax strategies. <br> If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.
We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency.<br><br>Responsibilities:<br>• Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals.<br>• Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives.<br>• Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers.<br>• Collaborate with business leaders to translate complex data into actionable recommendations and strategies.<br>• Conduct detailed variance analyses to monitor financial performance and identify trends.<br>• Utilize data mining techniques to extract insights and enhance financial decision-making.<br>• Support major initiatives and special analysis projects through in-depth financial evaluation.<br>• Ensure the accuracy and integrity of financial tools, reporting systems, and analytics.<br>• Act as a trusted advisor, providing guidance to leadership on financial and operational matters.<br>• Promote process improvements and lead change management efforts to optimize business processes.
We are seeking an experienced Sr Accountant or Accounting Manager to oversee financial operations and ensure the accuracy and integrity of accounting processes. Based in Dallas, Texas, this role requires someone with a strong attention to detail, as well as a solid understanding of financial reporting, compliance, and team leadership. The ideal candidate will play a pivotal role in managing accounting functions while driving efficiency and supporting strategic decision-making.<br><br>Responsibilities:<br>• Supervise daily accounting operations, including general ledger activities, accounts payable, and receivable functions.<br>• Prepare and review financial statements, ensuring accuracy and compliance with relevant standards and regulations.<br>• Lead month-end and year-end closing procedures, including reconciliations, journal entries, and consolidation processes.<br>• Collaborate with cross-functional teams to provide financial insights and support for portfolio companies.<br>• Develop and maintain robust internal controls to safeguard assets and ensure accurate financial reporting.<br>• Ensure timely preparation and submission of 1099 forms, adhering to applicable tax regulations.<br>• Create detailed quarterly and annual financial analyses for multiple entities, ensuring alignment with accounting standards.<br>• Manage intercompany accounting processes, ensuring proper recording and reporting of transactions.<br>• Guide and mentor the accounting team, fostering growth and continuous improvement.<br>• Coordinate and support external audits, tax filings, and regulatory reporting to ensure compliance.
